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Varun Beverages Ltd

Q4 FY26Beverages

VBL Q4 FY26 Results & Concall Highlights: Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹507
Market cap₹1.7L Cr
P/E53.6
Updated3 Jul 2026
Read3 min read

What the Q4 FY26 call signalled

2 of 3 strong

RevenueRank 2
MarginRank 3
CapexYes

Not discussed on this call: fundraise, order book.

The short version

No information is provided regarding the same in the latest conference call. - The company expects sustained double-digit volume growth in India for the next 5-10 years, supported by expanding distribution and efficient operations.

From Varun Beverages Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.

Revenue & Sales Performance

Rank 2
No information is provided regarding the same in the latest conference call.

Profitability & Margins

See what Varun Beverages Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
No information is provided regarding the same in the latest conference call.

Top-ranked in Beverages

Ranked on what management guided this quarter

5x potential
1Fratelli Vineyards Ltd
Rev 2Mar 3
2Allied Blenders & Distillers Ltd
Rev 3Mar 1
3
Rev 3Mar 1
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Varun Beverages Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript does not explicitly mention details about the current or expected order book or pending orders for Varun Beverages Limited. However, some relevant points can be inferred regarding capacity and production: - The company emphasizes the need for capacity expansion by opening new large plants to keep up with growing sales. - They currently do not open smaller plants; instead, larger plants with higher efficiency (e.g., 1,000 bottles per minute lines) are preferred. - CAPEX for the current year is expected to be low (below Rs. 500-600 crore) due to sufficient existing capacity. - The company is prepared to handle up to 50% growth in volumes without adding capacity currently, indicating a strong order execution capability. - The focus is largely on expanding distribution and go-to-market reach (adding up to half a million new outlets this year) rather than pending orders backlog. No specific quantitative data on order book or pending orders is provided.

Varun Beverages Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹6.6K Cr, net profit ₹879 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Varun Beverages Ltd's management said in earlier quarters

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Compare:vs Radico Khaitanvs United Breweries Ltdvs Allied Blenders & Distillers Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

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Frequently Asked Questions

What were Varun Beverages Ltd Q1 FY27 results?

No information is provided regarding the same in the latest conference call. - The company expects sustained double-digit volume growth in India for the next 5-10 years, supported by expanding distribution and efficient operations.

What is Varun Beverages Ltd share price analysis?

Varun Beverages Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 53.5 with a market cap of ₹170,400. Investors should review the full earnings analysis for detailed insights.

Is Varun Beverages Ltd planning capital expenditure?

No information is provided regarding the same in the latest conference call.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.